Financial Adviser · BENTLEIGH, VIC

Robert William Syben

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264129

Robert William Syben is a financial adviser based in Bentleigh, Victoria, with 27 years of experience in the financial services industry since 1999. Robert is currently authorised under Momentum Wealth Management Corporation. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1984
Bachelor of Economics
Monash University (Clayton)
2002
Certified Financial Planner
Financial Planning Association of Australia
2023
Aged Care Specialist
FAAA

Registration History

Jan 2024 - Jan 2024 Ceased
Derivatives and Margin Lending
Jul 2015 - Jul 2023 Ceased
CAPRICORN INVESTMENT PARTNERS PTY LTD
Sep 2013 - Jun 2016 Ceased
T.P.G. (VIC) PTY LTD
Mar 2010 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register